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H&R Block

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M
Name Market Value Shares Shares
Change
Shares
Change %
MCA
401
Mercer Capital Advisers
New Jersey
$50K 1,550
IPC
402
Independent Portfolio Consultants
Florida
$48K 1,501 +1,501 New
AAM
403
Advisors Asset Management
Colorado
$45K 1,400 -16,384 -92%
NYLT
404
New York Life Trust
New York
$41K 1,273 -2,472 -66%
GLI
405
Guardian Life Insurance
New York
$39K 1,203 -357 -23%
W
406
Wealthfront
California
$38K 1,200 -663 -36%
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$38K 1,158 +200 +21%
PIM
408
Parasol Investment Management
Illinois
$36K 1,127
MFS
409
MSI Financial Services
Massachusetts
$35K 1,102 +512 +87%
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K 1,052 -800 -43%
VanEck Associates
411
VanEck Associates
New York
$34K 1,064 +505 +90%
FHA
412
First Horizon Advisors
Tennessee
$29K 932 +69 +8%
ASN
413
Advisory Services Network
Georgia
$28K 873 +37 +4%
SAMC
414
Shinko Asset Management Company
Japan
$27K 855 -145 -15%
MWAN
415
Mariner Wealth Advisors (NYC)
Kansas
$27K 849 +849 New
NCM
416
Nelson Capital Management
California
$24K 750
JFA
417
JNBA Financial Advisors
Minnesota
$19K 600
KT
418
Kanaly Trust
Texas
$19K 600 +100 +20%
WEC
419
Winslow Evans & Crocker
Massachusetts
$18.2K 568
WA
420
WFG Advisors
Texas
$16K 500
WP
421
WealthPLAN Partners
Nebraska
$16K 505 +505 New
AP
422
Atwood & Palmer
Missouri
$15K 479
EFSCE
423
Enterprise Financial Services Corp (EFSC)
Missouri
$13K 395 -4,000 -91%
LWA
424
Lowe Wealth Advisors
Maryland
$13K 406
GI
425
Gradient Investments
Minnesota
$13K 400 +400 New